“Inventory Aging Summary” / “Inventory Aging Detail” Report

Reports List from the Menu:

• were added next Reports to the List:
  • Inventory Aging Summary;
  • Inventory Aging Detail;
• after clicking on the report -> the corresponding form of Report is opened.

Report “Inventory Aging Summary”:

• Rules:
  • data is grouped by Items;
  • in the report are calculated not sold items for specific period (items which are currently in stock);
• Filters:
  • Date Range;
  • “Item Name” drop-down;
  • “Store” drop-down;
  • “Hide 0 qty items” checkbox;
  • “Search” button;
• Datagrid:
  • checkboxes;
  • Item Name;
  • Item Description;
  • Avg Days in Stock;
  • Current Qty:
    • the qty in stock in a specific range is displayed;
  • 1 – 30 Days:
    • displays the qty that is now in stock which was received in a period from 1-30 days from today’s date;
    • the value is clickable -> after clicking on the value the “Inventory Aging Detail” Report is opened and filtered by Item/Store/Date Range in 1-30 days;
  • 31 – 60 Days:
    • displays the qty that is now in stock which was received in a period from 31 – 60 days from today’s date;
    • the value is clickable -> after clicking on the value the “Inventory Aging Detail” Report is opened and filtered by Item/Store/Date Range in 31 – 60 days;
  • 61 – 90 Days:
    • displays the qty that is now in stock which was received in a period from 61 – 90 days from today’s date;
    • the value is clickable -> after clicking on the value the “Inventory Aging Detail” Report is opened and filtered by Item/Store/Date Range in 61 – 90;
  • 91 – 120 Days:
    • displays the qty that is now in stock which was received in a period from 91 – 120 days from today’s date;
    • the value is clickable -> after clicking on the value the “Inventory Aging Detail” Report is opened and filtered by Item/Store/Date Range in 91 – 120;
  • > 120 Days:
    • displays the qty that is now in stock which was received more than 120 days ago from today date;
    • the value is clickable -> after clicking on the value the “Inventory Aging Detail” Report is opened and filtered by Item/Store/Date Range in 91 – 120;
  • Total:
    • Total = (1 – 30 Days) + (31 – 60 Days) + (61 – 90 Days) + (91 – 120 days)+ (> 120 Days);
• Totals:
  • totals are calculated for each column;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from Datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from Datagrid;
• was added column selector.

Report “Inventory Aging Detail”:

• Rules:
  • data is sorted by Item then by date and then by duration;
• Filters:
  • Date Range;
  • “Item Name” drop-down;
  • “Store” drop-down;
  • “Aging” drop-down:
    • contains:
      • 1-30 days;
      • 31-60 days;
      • 61-90 days;
      • 91-120 days;
      • > 120 days;
  • “Hide 0 qty items” checkbox;
  • “Search” button;
• Datagrid:
  • checkboxes;
  • Item Name;
  • Item Description;
  • Accurate Date;
  • Accurate Amount;
  • Qty;
  • Number of Days;
  • Aging;
• Total -> is displayed under Datagrid:
  • Total Amount;
  • Total Qty;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from Datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from Datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• were added new permissions to the Reports tab -> Reports List:
  • Can View Inventory Aging Summary Report:
    • if for the user the checkbox is unchecked:
      • The “Inventory Aging Summary” Report is hidden from the Report Menu List form;
  • Can View Inventory Aging Detail Report:
    • if for the user the checkbox is unchecked:
      • The “Inventory Aging Detail” Report is hidden from the Report Menu List form.